Dexter is an autonomous financial research agent designed to perform deep analysis by thinking, planning, and learning through iteration. It functions similarly to "Claude Code" but is specialized for the financial domain. It takes complex financial queries, decomposes them into structured research plans, and executes them using real-time market data.
Unlike general-purpose agents, Dexter is specifically engineered for financial analysis, understanding market concepts, financial statements, and quantitative data.
Dexter doesn't just answer questions; it conducts research. It plans multiple steps, fetches data, validates its findings, and iterates until it reaches a high-confidence conclusion.
With its "scratchpad" logging system and built-in reflection, Dexter provides clear visibility into how it reached its conclusions, making it suitable for data-heavy research that requires high precision.
Automatically breaks down complex financial questions into actionable, step-by-step research tasks.
Independently selects and utilizes tools to fetch financial data (e.g., income statements, balance sheets, cash flow).
Critically evaluates its own findings and iterates until it reaches a data-backed conclusion.
Connects to institutional-grade financial datasets and web search tools (Exa/Tavily).
Supports interaction via a CLI and a WhatsApp gateway.
Features a built-in testing framework using LangSmith to score the agent's accuracy against financial datasets.
# Clone the repository
git clone https://github.com/virattt/dexter.git
cd dexter
# Install dependencies using Bun
bun installYou will need API keys for the LLM providers and data sources (e.g., OpenAI, Financial Datasets API). Configure them in a .env file as specified in the repository's documentation.
# Run the CLI
bun run start"Analyze the cash flow trends of Apple Inc. over the last 3 years and identify potential risks."
"Compare the profitability ratios of Tesla vs BYD for the fiscal year 2024."
"Research the impact of rising interest rates on the regional banking sector's net interest margin."
Dexter is licensed under the MIT License.